Patriot Growth Insurance Services, LLC · 3 weeks ago
Personal Lines Customer Service Representative
Van Alstyne, TX
Full-time
Onsite
Entry, Mid Level
2+ years expPatriot Growth Insurance Services is a national insurance services firm focused on growth and operational excellence. The Personal Lines Customer Service Representative will provide exceptional service to clients by managing accounts, addressing inquiries, processing policy changes, and assisting with claims.
Employee BenefitsInsuranceProperty Insurance
No H1B
Responsibilities
Respond to inquiries and requests from insurance clients via phone, email, or in person
Process and manage personal lines insurance policies
Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters
Maintain regular communication with clients, providing updates on policy changes and billing
Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations
Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions
Ensure compliance with all regulatory requirements, agency policies, and industry standards during all interactions with clients
Build and maintain strong relationships with clients to foster retention and satisfaction
Enter and update client information and policy details in the company’s database and CRM system
Work closely with underwriters, agents, and other internal teams to ensure smooth processing of personal lines policies
Provide clients with billing information, payment options, and assist with resolving payment-related inquiries
Qualification
Required
High school diploma or equivalent (required)
Minimum of 2-3 years of customer service experience in personal lines insurance (required)
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship
Preferred
Associate's or Bachelor's degree in Business, Insurance, or a related field (preferred)
Experience with policy management, quoting, or claims handling in a personal lines insurance setting (preferred)
A passion for being part of a team that drives our company to industry leadership
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase